International Resource Delivery - OCLC & OCLC PICA Janifer Gatenby, OCLC PICA Contactdag 5th October 2006.

International Resource Delivery - OCLC &OCLC PICAJanifer Gatenby, OCLC PICA Contactdag 5th October 2006

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• Changing environment• International Discovery to Delivery• Standards and interoperability • OCLC PICA Systems and Services • Trends

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Modern users

• Use Google, Yahoo, MSN ++• Amazon, eBay, Netflix• Search & find themselves• Register & order

– Internationally– Request home delivery

Changing environment

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• Access and negotiate delivery of resources from libraries and related institutions such as archives

• Access to physical & digital resources. Hybrid collections will persist for at least 10 years

(Dempsey, British Library)

• Follow existing easy to use internet delivery models

– Amazon, eBay, Netflix

User Needs

Changing environment

Challenge is to make library order and delivery on an International Scale as smooth as from Amazon etc.

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Comprehensiveness

• No retail space restrictions• Recommendations, e.g. Amazon “people also bought”• Can economically offer huge stock• Lot of demand for the obscure• http://changethis.com/10.LongTail

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Re-thinkers Policy Framework

Whom We Serve

What We Deliver / Offer

How We Offer / Deliver

Our Vision

Best Practices, Policies, ManifestoBusiness Model

User Needs

InteropGroup

Changing environment

Meeting 1 Chicago November 2005Meeting 2 Denver February / March 2006Meeting 3 San Antonio April 2006

ELAG WG 25-27 April 2006 Bucharest, Romania

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Get it !!

Changing environment

Web browser plug in

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LibraryWeb page

OPAC

Referral

openURLLocations

SRU

Alternatives

xISBN

Register

Get it!!

ƒ

Availability & user information

SRU NCIP

Union cat

Policies

SRU / LDAP

Resource deliveryChanging environment

Get it!!

Get it!!

LibraryUnion cat

Web UIOPAC

Web UI

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WorldCat.org – in progress

Get it!!

International Discovery to Delivery

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Statistics September 2006

33.2% increase in 1 month

32.1% increase in 1 month

International Discovery to Delivery

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• Online registration – introduction to library– more expensive - anonymous service

• From wanted item to library service system not to owning library

• International library registry (directory)• International facilitated inter-library

payment (IFM = clearing house)• Investigating:

• Rarity and copyright request context

in Worldcat.org

International Discovery to Delivery

Get it!!

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What it means to NCC / VOB

• Increase in registrations• Increase in requests by Dutch users

for material held overseas• Increase in requests for Dutch

materials from overseas– Mostly book requests

Are there system & policy changes to be made?

International Discovery to Delivery

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Sweden 1999 – 2005:

loans 7%, copies 73%

Loans Copies

• Transport

– Cost and time • Security

– Argues for mediated delivery

– RLG & BL – stats – safer internationally

• Payment

• Copyright– May dictate paper– Print & re-scan farce (e-

journals)

• Cost of digitisation – large OP materials

• Payment

International Discovery to Delivery

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Policy changes? - Incoming International Requests

– Need to clearly divide collection• Relatively unique versus common • Knowledge from WorldCat – request context• OK to refuse international service for common

– Loan alternatives • lookup, TOC & index copy, DOD

– Delivery to library (mediated)– Charge at cost + instead of saying NO– Charging method

International Discovery to Delivery

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Policy Changes? - Outgoing International Requests

– Mediated request or background mediation?• Available locally? In print? Rare?

– Consider purchase option– Set prices to end user – Delivered to library (mediation)

International Discovery to Delivery

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Resolution and Delivery

Wanted Item

Digital Physical

Free In Print Out of Print

In Copyright Out of Copyright

Licensed Access Restricted

Rare Common

Link, Resolve, Copy Loan, Digitize, Index, Authenticate / Authorise, Purchase / Pay, Lookup

International Discovery to Delivery

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System changes –CBS & VDX

• OpenURL into CBS / NCC IBL & into VDX– already exists

– Some changes of XML format

• End user requests for WorldCat data – from PiCarta, WinIBW & Worldcat.org

• Usage of OCLC directory & IFM – CBS & VDX

• Integration of new delivery options

International Discovery to Delivery

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Digitisation on Demand

• Directory of Digital Masters– http://www.oclc.org/digitalpreservation/why/

digitalregistry/default.htm

• Portion of EDL (European Digital Library) funding €€€€€€ for DOD (Digitisation on Demand) ????– eTen DOD (15 countries)

International Discovery to Delivery

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Linking Resource Sharing Linking Resource Sharing IslandsIslands

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Interoperability

Standards and Inter-operability

RDS

Scanning system

RDS

RDS

ILS

Get it!!

Worldcat.org

ILSILS

ILS

ID Mgt

Email, proprietary

Screen scrape, proprietary

Screen scrape, proprietary

Proprietary

Rights Mgt

ISO ILL, Artel +

OpenURL RSM

SIP2, NCIP,

SRU + holdings

schema

Z39.50, SRULDAP, Shibboleth, Athens, A Select +

GEDI

XACML

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Standards Needed

• Request Submission Message– Focus on request transfer from

discovery points– Request transfer rather than

synchronisation of systems

• Holdings Schema – ISO TC46 SC10

Standards and Inter-operability

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Request Submission

• OpenURL schemas– Requester– Requested item (referent)– System on which request was made

(referrer)– Service requested (service type)

• Loan, copy, lookup etc.

Standards and Inter-operability

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Holdings Schema

• Mixes Static and dynamic information

• Responds to – holdings availability queries (policy,

conditions and physical availability)– Holdings usage queries

Standards and Inter-operability

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CBS systems &

UnionCatalogues

VDX

VDX

VDX

VDX

Discovery UniverseDiscovery Universe

Delivery UniverseDelivery Universe

CISTI

SubitoBLDSC

national / regional services

Worldcat.org

CISTI

Doc Del

nucnuc

nuc

WorldCat RS

OPACs

Portals+++

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VDX – Centralised architecture

• One shared transaction store, union catalogue as main source

• One shared transaction store, multiple targets

• Examples:– NLNZ

– Unity UK

VDX

End

VDX

CBS

liblib

lib

OCLC PICA Systems and Services

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VDX - Distributed architecture

• Multiple transaction stores & multiple targets

• Examples – Australia,

OCLC PICA Systems and Services

VDX

VDX

VDX

VDX

VDX

lib

liblib

lib

Union cat

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CBS Architecture

• Central union catalogue

• Centralised Request mgt

• Most requests within the system

• Examples:

OCLC PICA Systems and Services

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Interoperation with OCLC

•Requests – 2 way

•International Library directory

•IFM – International Fee Mgt

•Integration with Worldcat.org

Combining 2 expert teams

• VDX strengths– Multiple architectures– External

interoperability– Multiple work flows

• CBS strengths– Multi-lingual– End user access

models– Statistics & financial

management

OCLC PICA Systems and Services

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Trends we’re following

• Request brokering– Resolving international request and delivery – Too hard basket service

• Integrated delivery options in UI– Purchase, copy, resolution, lookup

• Integrated user request view – Purchase requests– Reservations– Delivery requests– Reference queries

• Data mining and collection knowledge– Rarity, Copyright estimate, Weeding, Central storage,

Recommendations

Trends

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• Liaison with archives– Collections overlap… therefore– Overlap reference, supply (and

payments) services– Avoid referral, re- authentication etc.,

• Do instead

Challenge:

Trends

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